Project Overview. Summer Fall 2016

Transcription

1 Project Overview Summer Fall 2016 U N I V E R S I T Y O F G E O R G I A

2 Today s Goals At a high level: Why this project? Who is involved? When will it happen? What will change? How will it affect me? 2

3 What is One Source? Multi year business transformation project Replace many legacy administrative systems and associated business processes Next Generation Finance and Human Resource administrative systems and processes: Oracle PeopleSoft 9.2 3

4 Why undertake OneSource Project? Aging Systems Core systems were designed decades ago with the purpose of satisfying the core processing and reporting requirements of the institution Unsustainable Modifying these core systems when possible and implementing ad hoc vendor provided systems to augment current system capabilities is no longer a sustainable practice or an efficient approach UGA is ready Collegiate Project Services survey, interviews, and focus group sessions clearly identified that Colleges and Units need updated and efficient functionality, improved data access, and reporting 4

5 UGA Strategic Plan 2020 Strategic Direction VI Improving and Maintaining Facilities and Infrastructure to Provide Excellence in Instruction, Research and Service To achieve excellence in instruction, research, and service requires an investment in the underlying infrastructure of the campus that allows faculty, staff, and students to perform their functions with the greatest efficiency. Strategic Priority: Provide for technology infrastructure to meet the increased needs of instruction, research, service, and administration by replacing the legacy computing systems with modern systems having an emphasis on information systems that will improve the above functions. Benchmark: Stages of completion of the new system(s). Goal: A suite of modern computing systems that will meet the increased needs of instruction, research, service and administration by

6 Anticipated Benefits Integration of data across areas so that each department will have the information it requires when needed Streamlined business processes to enable faculty and staff to work and plan more effectively Reporting tools that will improve data access and UGA's ability to make data driven decisions Collaboration with the University System of Georgia s oneusg project to provide standardized human resources business practices and IT platforms across institutions Industry standards and best practices identification and adoption for current and future information technology architecture Improved data privacy and security 6

7 Who will be affected? All faculty and staff through Payroll and Human Resources processes and self service features All offices through Financial & HR reporting, processes, and systems 8

8 Employee mapping across the state 9

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12 This could be YOU This could be YOU This could be YOU This could be YOU 13

13 Get Involved Participation Survey bit.ly/partweb Please forward the survey to interested parties Distributed via: Admin Memo Business Listserv, HR Listserv, IT Managers Already using to build targeted audiences 15

14 Partners and Consultants OneUSG Project Team University System of Georgia PeopleSoft Project Management Partner Navigator Management Partners PeopleSoft Implementation Partner Sierra Cedar, Inc. 16

15 All current systems and business processes utilized in Financial & HR processing at the University are within the scope of the project HR & Payroll Partnership with USG oneusg Reporting FINANCE UGA only OneSource 17

16 Business Solutions HR & Payroll Partnership with USG oneusg All 29 USG Academic Institutions under one umbrella one set of uniform business procedures, policies and practices one technical platform / software solution one support team and service center one approach to solution delivery one source of data one governing structure one set of vendors for service offerings HR Reporting FINANCE 18

17 Business Processes HR Administration Recruitment Position Management, Staff & Faculty Benefits Time & Labor and Payroll Reporting Budgeting Grants Accounting Accounts Receivable Accounting Purchasing Payment Processing Travel Asset Management 19

18 Web DFS IMS HR Administration Employee Self Service Accounting ejv Web DFS ipaws & Faculty Jobs Recruitment Onboarding Budgeting Proposed Arrow Simpler Position Management, Staff & Faculty Reporting Status Reports Grants Grants Accounting Accounting eresearch Portal International Travel Payment System Travel Processing Payroll Reports QMF Open Enrollment Benefits Accounts Receivable Asset Management Leave Forms TouchNet Marketplace Vendor Database epar Time & Labor and Payroll eleave echeck Purchasing UGAMart Kronos eticket etravel RUSS Change No Change 20

19 Web ipaws & DFS Faculty Jobs ipaws HR Recruitment Administration IMS Employee Self Service Accounting ejv Web DFS Onboarding Budgeting Proposed Position Management, Staff & Faculty Arrow Payroll Reports etravel Reporting Simpler Status QMF Reports Grants Grants Accounting Accounting eresearch Portal International Travel Payment System Travel Processing Open Enrollment Benefits Accounts Receivable Asset Management Leave Forms TouchNet Marketplace Vendor Database epar Time & Labor and Payroll eleave Purchasing UGAMart Kronos employee.uga.edu eticket etravel RUSS Change No Change 21

20 USG Chart of Accounts Today: Account and Object Code Ex. 1011GH : Chart string with multiple segments Much longer string is summarized by a Speed Type Object Code > Account Code, one digit longer Change in Department Numbers 22

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22 Fall Communications May July: BSAG; Grants Focus; General Session August Sept: ITMF/UGANet; Griffin and Tifton; Staff Council November 8 Town Hall Project Overview Brochure Columns article Project Events Participation Survey Project Listserv 25

23 Fall Discovery Sessions Huron Assessment: Key Integration Points Between Click (eresearch Portal) and PeopleSoft Grants Final Report August 23 Financial Discovery in two areas: Procurement Scope use of SciQuest (UGAmart) early Sept Chart of Accounts Finalize Working Version Oct 3 Business Intelligence discovery IT infrastructure decisions and buildout Human Capital Management OneUSG discovery sessions for Research / Land Grant needs 26

24 Chart Of Accounts Information Website Resources: Chart of Accounts/ Presentation Slides, Conversion Tool, COA listings Public Forum September 13th OneSource Calendar Events Available via Collaborate 2 week comment period Survey for feedback 27

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27 Today s Goals At a high level: Why this project? Who is involved? When will it happen? What will change? How will it affect me? 30

28 Participation Survey bit.ly/partweb Q&A Project Feedback onesource.uga.edu Project Director Chris Wilkins 31